Filed April 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $422,301 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $44,202 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $11,875 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,565 | $40,113-18.8% | $84,015-61.2% | $77,787-58.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 20.34% | 23.27%-2.9pp | 71.31%-51.0pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,087 | $847+28.3% | $1,983-45.2% | $2,504-56.6% |
| Participant deferral / active EE | $1,743 | $2,030-14.1% | $3,239-46.2% | $3,967-56.1% |
| Admin fee / account holder | $112 | $92+22.6% | $6,101-98.2% | $100+12.2% |